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First Foundation Advisors’s Align Technology ALGN Stock Holding History

First Foundation Advisors’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-591
Closed -$209K – 424
2023
Q2 		$209K Buy
+591
New +$188K 0.01% 380
2022
Q2 		– Sell
-800
Closed -$349K – 403
2022
Q1 		$349K Buy
800
+8
+1% +$3.89K 0.01% 313
2021
Q4 		$520K Buy
792
+118
+18% +$75.9K 0.02% 260
2021
Q3 		$448K Buy
674
+118
+21% +$80.1K 0.02% 288
2021
Q2 		$340K Buy
556
+52
+10% +$30.8K 0.01% 345
2021
Q1 		$273K Sell
504
-175
-26% -$96.7K 0.01% 353
2020
Q4 		$363K Sell
679
-172
-20% -$77.3K 0.02% 307
2020
Q3 		$279K Sell
851
-301
-26% -$91.9K 0.01% 303
2020
Q2 		$316K Sell
1,152
-33,866
-97% -$7.63M 0.02% 272
2020
Q1 		$6.09M Buy
35,018
+2,547
+8% +$610K 0.37% 49
2019
Q4 		$9.06M Buy
+32,471
New +$8.1M 0.45% 51
2019
Q2 		– Sell
-778
Closed -$221K – 347
2019
Q1 		$221K Sell
778
-7,132
-90% -$1.7M 0.01% 301
2018
Q4 		$1.66M Buy
7,910
+5,870
+288% +$1.48M 0.1% 122
2018
Q3 		$798K Buy
2,040
+271
+15% +$100K 0.04% 200
2018
Q2 		$605K Buy
1,769
+687
+63% +$205K 0.04% 200
2018
Q1 		$272K Buy
+1,082
New +$278K 0.02% 273

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Foundation Advisors's ALGN Position: Q3 2023 in Review

First Foundation Advisors sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 591 shares — an estimated $209K sold.

First Foundation Advisors first reported a position in ALGN in Q1 2018 and held it in 16 quarters. The position peaked at $9.06M in Q4 2019. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • First Foundation Advisors reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • First Foundation Advisors sold 591 Align Technology shares in Q3 2023, an estimated $209K.
  • First Foundation Advisors first reported a position in Align Technology in Q1 2018 and held it in 16 quarters.
  • First Foundation Advisors's Align Technology position peaked at $9.06M in Q4 2019.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on First Foundation Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.